See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,226 | $65,561-61.5% | $86,188-70.7% | $75,163-66.4% |
| Participation rate | 58.0% | 60.5%-2.5pp | 69.0%-11.0pp | 67.2%-9.2pp |
| Annual return | 17.60% | 46.05%-28.5pp | 1168.45%-1150.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,627 | $1,553+4.8% | $2,380-31.6% | $2,670-39.1% |
| Participant deferral / active EE | $5,698 | $3,024+88.4% | $3,985+43.0% | $4,125+38.1% |
| Admin fee / account holder | $494 | $5,474-91.0% | $6,852-92.8% | $5,651-91.3% |